See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,598 | $88,594-74.5% | $70,092-67.8% | $134,475-83.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -20.76% | 442.67%-463.4pp | 190.73%-211.5pp | 417.96%-438.7pp |
| Employer contribution / active EE | $6,007 | $3,233+85.8% | $2,559+134.8% | $4,740+26.7% |
| Participant deferral / active EE | $12,264 | $4,772+157.0% | $3,849+218.7% | $6,400+91.6% |
| Admin fee / account holder | $4,368 | $10,441-58.2% | $6,267-30.3% | $11,426-61.8% |